Avanzza Investments provides wealth advisory services primarily to retail clients, including affluent individuals, families, trusts, and corporations. Avanzza Investments helps clients define their financial goals and implements individualized investment strategies using a top-down asset allocation approach and bottom-up security selection. Avanzza Investments offers discretionary portfolio management, meaning the team makes trades and manages investments without needing to ask permission for every individual transaction. The team focuses on managing risk, maintaining liquidity, and optimizing investment costs. Services include asset allocation analysis, security selection, performance reporting, and ongoing portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.90% |
Fees are maximum annual rates and are negotiable based on asset types, portfolio size, complexity, and client objectives.